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Asset Allocation Outlook Risk-Off, Yield-On Risk-Off, Yield-On With interest rates higher amid a challenging macro environment, we see a compelling case for bond allocations and are cautious about higher-risk investments.
Blog Semiconductors: A Less Cyclical Future Semiconductors: A Less Cyclical Future The proliferation of semiconductors throughout our economy may drive more durable, less cyclical demand and earnings.
Asset Allocation Outlook Late-Cycle Strategies Late-Cycle Strategies We assess risks and potential opportunities for multi-asset portfolios amid late-cycle dynamics, higher inflation, rising interest rates, and geopolitical uncertainty.
Blog Russia-Ukraine Ramifications: Not All Trade Is Created Equal Russia-Ukraine Ramifications: Not All Trade Is Created Equal The countries’ weight in global trade is relatively small, but outsize exports of raw and semi-finished goods may portend price hikes across a variety of industries.
Economic and Market Commentary Asset Allocation Outlook for 2022(video) Asset Allocation Outlook for 2022 Learn how PIMCO is positioning portfolios across asset classes – including Equities, Rates, Credit, Real Assets, and Currency Markets. More from this Asset Allocation Outlook
Geraldine Sundstrom Portfolio Manager, Asset Allocation, EMEA Share Share Share via LinkedIn Share via Facebook Share via Twitter Share via Email Add Add Download Download Print Print Ms. Sundstrom is a managing director and portfolio manager in the London office, focusing on asset allocation strategies. Prior to joining PIMCO in 2015, she was a partner and portfolio manager at Brevan Howard, where she led the Emerging Markets Strategies Fund. Previously, she was a portfolio manager at Moore Capital Management. Earlier in her career, Ms. Sundstrom held senior research roles with Citigroup Global Investments and Pareto Partners. She has 26 years of investment experience and holds a master's degree in finance from Birkbeck College at London University and two degrees from Universite Paris Dauphine.
